Resource Component Pages

The Project Resource Plan component (PGM_RESOURCE_LIST) contains three main pages for staffing a project and managing its resources. Each page enables you to control different dates for each resource on the project. These pages are:

• The Resources page.

  This page lists all of the resources on a project. It indicates the earliest start date and latest end date that the resource is working on the project, enables a project manager to generate assignments in the PeopleSoft Resource Management application to keep resource schedules updated, and provides a launching point to other pages that help a project manager ensure that resources are staffed on activities at optimal levels.

• The Resource Detail page.

  Shows details for a specific resource and enables you to specify detailed project schedules that allow for gaps in the assignment dates or assign resources to multiple activities. You can also assign different project roles or units for each assignment schedule and override the default cost and bill rate types and rates for the resource.

• The Resources by Activity page.

  Shows the resources that are associated with a specific activity.

  This page is critical to assembling an appropriate mix of labor, asset, and material resources for each activity on a project. When you enter a labor resource and adjust the resource's units (the percentage of a work day that the resource is allocated to work on an activity) and the resource's work (the number of hours or days that the resource is slated to work on the task), the system can determine how long the activity requires to finish. By adjusting the schedule method, adding additional resources, or changing work, duration, or units, you cause the system to recalculate the other unchanged values, including remaining work. For each project activity, this page enables you to add or remove the resources that are necessary to complete the activity. After each change, you can immediately see the impact to the duration for the activity and the labor resources' work levels. By using this page, the Project Estimate Summary page, the View Resource Usage page, and the Project Activities page, a project manager can deploy resources to activities, model costs, determine whether resources are appropriately used, and manage activity dates and durations.

  If you are creating a complex project that contains tens or hundreds of activities, dependencies, and resources, and the project requires sophisticated labor resource leveling capabilities, you might want to construct and level the plan by using a third-party project management tool from which you can load project information into PeopleSoft Program Management. PeopleSoft Program Management can send and receive project data with Microsoft Project.

  See PeopleSoft Project Costing: Setting Up Integration Options.